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Name Holding Trade Value Shares
Change 		Change in
Stake
PEWA
2451
Pacific Excel Wealth Advisors
California
$424K +$338K +3,843 +183%
AWA
2452
Argos Wealth Advisors
California
$424K +$96.4K +1,095 +23%
CFA
2453
Collaborative Fund Advisors
Nevada
$424K -$111K -1,257 -17%
SB
2454
Sunflower Bank
Texas
$422K -$2.03K -23 -0.4%
FFB
2455
First Financial Bankshares
Texas
$421K -$1.76K -20 -0.3%
MPW
2456
Magnolia Private Wealth
Pennsylvania
$421K -$19.5K -221 -4%
PW
2457
PUREfi Wealth
Massachusetts
$421K -$171K -1,943 -25%
DJYG
2458
David J. Yvars Group
Florida
$419K – – –
CAM
2459
Concorde Asset Management
Michigan
$418K -$27.7K -315 -5%
SW
2460
SlateStone Wealth
Florida
$417K -$11K -125 -2%
BWP
2461
Bernardo Wealth Planning
Pennsylvania
$416K +$12.8K +145 +3%
IA
2462
IFG Advisors
Missouri
$416K – – –
RIP
2463
RAM Investment Partners
Washington
$416K -$21K -238 -4%
SFS
2464
Summit Financial Strategies
Ohio
$415K -$3.08K -35 -0.6%
SWP
2465
Stone Wealth Partners
Louisiana
$411K +$143K +1,620 +39%
LOIP
2466
Live Oak Investment Partners
Texas
$411K -$28.2K -320 -5%
MAM
2467
McLaughlin Asset Management
Illinois
$411K +$5.64K +64 +1%
PCA
2468
Purkiss Capital Advisors
Connecticut
$410K +$24.5K +278 +5%
APM
2469
a16z Perennial Management
California
$410K -$777K -8,820 -61%
AWM
2470
Ameliora Wealth Management
Switzerland
$410K -$2.2K -25 -0.4%
DBG
2471
De Burlo Group
Massachusetts
$410K -$1.76K -20 -0.3%
WFPG
2472
Waller Financial Planning Group
Ohio
$410K +$3.17K +36 +0.6%
WAG
2473
Winthrop Advisory Group
Massachusetts
$409K -$2.47K -28 -0.5%
BAM
2474
BTS Asset Management
Massachusetts
$409K +$504K +5,723 New
BAM
2475
Brave Asset Management
New Jersey
$408K -$299K -3,399 -37%
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